Associate Financial Advisor

Position Overview

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, invites an Associate Financial Advisor to join in Edmonds and/or Wenatchee, Washington. This relationship-driven role offers a long‑term advisory path within an ensemble practice and does not require bringing an existing client book. The AFA will support succession planning for retiring advisors while contributing to the continued growth and continuity of the practice.

About the Practice

We are an ensemble wealth management team dedicated to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability for both clients and team members. We serve urban and rural households that value in-person engagement, trust, and consistent advisory support.

Key Responsibilities

• Client Relationship Transition & Continuity: Support succession planning for retiring advisors; gradually assume responsibility for designated client households; maintain high-touch service standards to ensure client retention and satisfaction.
• Financial Planning & Implementation: Deliver comprehensive financial planning and investment strategies; conduct client meetings and provide ongoing portfolio guidance; translate complex financial concepts into practical, client-friendly solutions.
• Practice Growth & Development: Identify opportunities to deepen existing client relationships; contribute to revenue growth within the team structure; support the long-term expansion and sustainability of the practice.
• Team Collaboration: Partner closely with senior advisors and operational staff; maintain documentation, compliance standards, and CRM accuracy.

Ideal Candidate Profile

Required Qualifications

• Active securities and insurance licenses (Series 7 & 66, WA state insurance)
• Experience in financial services or wealth management
• Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs

Preferred Qualifications

• Experience working with rural client communities
• Ameriprise experience

Professional Strengths

• Strong interpersonal and relationship-building skills
• Comfortable serving clients in person and building long-term trust
• Organized, proactive, and growth-oriented
• Collaborative mindset within an ensemble practice model

Career Mindset

• Seeking a long-term advisory role within a team practice and interested in future equity paths
• Motivated by continuity, client stewardship, and sustainable growth
• Interested in future leadership and expanded responsibility

Work Environment & Location

• Potential placement in Edmonds and/or Wenatchee
• In-office presence required in either location
• Team-oriented ensemble practice with locations in multiple states
• Long-term succession planning opportunities

Compensation & Benefits

• Base Salary: $65,000 - $80,000, exempt
• Incentive Compensation: 10% - 20% based on production and responsibilities

Benefits Include: Health Insurance (100% employer paid for employee); optional vision and dental (employee paid); Safe harbor 401(k) plan with 6% match; Group life insurance; Paid Time Off – vacation policy, sick leave, holidays; Paid CE and professional designation education.

Schedule

Monday through Friday, standard business hours

How to Apply

If you are a licensed financial professional seeking a long-term advisory opportunity with succession visibility and growth potential, please submit your résumé and a cover letter detailing your experience and interest.

Equal Opportunity Employer

Soundview Financial Group welcomes applicants from all backgrounds and is committed to creating a diverse and inclusive workplace.